How to use the Capacity plan template

Start a board from it
Use this template opens a new Freero board with the Capacity plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Capacity plan”.
Follow the instruction on the board
“Count available days after holidays and meetings. Aim for about 80% load: the rest is what absorbs the surprises.”
Fill in each part
- Table Columns: Person · Week 14 · Week 15 · Week 16 · Week 17 · Notes
- Reading the colours Act on the reds this week; watch the ambers.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Capacity plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Shift cover gaps
See every shift that is short of staff or skills in the coming weeks, and track how each gap will be filled before the day.
Budget variance review
Compare what each budget line actually spent with the plan, explain the big gaps and agree what to do about them.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.
Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Care plan review
Review a person’s care with them and the people around them: what matters to them, what support works and what changes next.